Team Members

Collaborate with your team by inviting members to your workspace. Control access with role-based permissions.

Roles Overview

VitalSentinel has three roles with different permissions:

Owner

• Full control over the workspace
• Only one owner per workspace
• Can transfer ownership to another member
• Can manage billing and subscription
• Can cancel the subscription

Admin

• Can manage domains, alerts, and integrations
• Can invite and manage team members (except changing ownership)
• Cannot manage billing or cancel subscription
• Ideal for team leads and senior staff

Member

• Read-only access to all domains in the workspace
• Can view monitoring data and reports
• Cannot modify domains, alerts, or settings
• Cannot invite others or manage billing
• Ideal for stakeholders who need visibility

Inviting Members

Send an Invitation

1. Click Members in the workspace sidebar
2. Click Invite member
3. Enter their email address
4. Select a role:
   • Member - View only
   • Admin - Can manage domains and members
5. Click Send invitation

Invitation Email

The invitee receives an email with:

• Workspace name
• Who invited them
• Link to accept the invitation
• When the invitation expires (it notes 7 days)

Invitation Expiration

Invitations expire after 7 days. To resend:

1. Go to Members
2. Find the pending invitation
3. Click the refresh icon (↻) to resend

Managing Members

View Members

Click Members in the workspace sidebar to see:

• All current members with roles
• Pending invitations (shown below the members list)

Change a Role

1. Find the member in the list
2. Click the three-dot menu (⋮)
3. Click Make admin or Make member

The role changes immediately.

Remove a Member

1. Find the member in the list
2. Click the three-dot menu (⋮)
3. Click Remove
4. Confirm removal

Pending Invitations

Pending invitations appear in a separate section below the members list.

Resend Invitation

If someone didn't receive the email:

1. Find the pending invitation
2. Click the refresh icon (↻) to resend
3. A new email is sent

Cancel Invitation

To revoke an invitation:

1. Find the pending invitation
2. Click the X icon to cancel
3. The invitation link becomes invalid

Transferring Ownership

Only the current owner can transfer ownership:

1. Click Members in the workspace sidebar
2. Find the member to become owner
3. Click the three-dot menu (⋮)
4. Select Transfer ownership
5. Confirm the transfer

After transfer:

• You become an Admin
• The new owner has full control over billing and settings

Accepting an Invitation

When you receive an invitation:

1. Click the link in the email
2. Sign in or create an account
3. You're added to the workspace

If you already have an account:

• Sign in with your existing account
• The workspace appears in your list

If you don't have an account:

• Create a new account
• Verify your email
• The invitation is automatically accepted

Best Practices

Minimum Necessary Access

• Assign the Member role unless Admin access is needed
• Limit who can manage billing
• Review access regularly

Document Roles

Keep track of:

• Who has access
• Why they have access
• When access was granted

Offboarding

When someone leaves:

1. Remove them from all workspaces
2. Review any alerts they created
3. Update any shared credentials

Use Descriptive Emails

Invite people with business emails:

• Easier to identify
• Better audit trail
• More professional

Troubleshooting

Invitation Not Received

1. Check spam/junk folder
2. Verify the email address is correct
3. Resend the invitation
4. Check if email is blocked by IT

Can't Accept Invitation

1. Verify the invitation hasn't expired
2. Make sure you're signed into the correct account
3. Try the invitation link again
4. Contact the workspace owner

Wrong Role Assigned

Ask an Admin or Owner to:

1. Change your role in Members settings
2. Or remove them and re-invite with the correct role

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